Search, create reports and enable/disable columns on your contacts and tasks.
- Search using multiple criteria supporting search operators.
- Create custom powerful contacts reports such as:
- Find contact living in certain zipcodes, cities, or countries.
- List of contacts matching one to many tags.
- List of contacts who communicated on one to many topics.
- List of contacts linked to one to many tasks.
- A contact matching a phone number, IP address, mailing address etc.
- Save your searches that you perform regularly as custom reports.
- Export your search results to PDF or CSV.
- Easily configure your contact and task list by selecting the columns to display when viewing your entries.
- Sort the contact and task lists by fields.
- Create custom task reports to gain insight such as:
- Completed vs In progress tasks.
- List of tasks due this week.
- Critical tasks which are still in progress.
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